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-run, healthy economy. that does have some effect on monetary policy. one of the most powerful tools we have is bringing down mortgage rates and stimulating home buying, construction, and related industries. so that is an issue we take into account. i would say one thing, which is that as the housing industry has strengthened and home prices have gone up, that has actually brought some people into the credit box, in the sense that the number of people, for example, who are underwater on their mortgages, is declining, as house prices go up. so as people have bigger down payments, bigger equity in their homes, they become more creditworthy. so to some extent, not -- i don't want to overstate it, but to some extent, monetary policy, by strengthening the housing market, helping support house prices, is bringing more people into the mortgage market. >> fox business. the stock market has been hitting all-time highs. it's recovered all of its losses from the financial crisis. i just want to know from you if i still have time to get in. but, seriously, how do you feel about that? is it good? is it b
idea. i mean, if you look at cyprus' economy, there are two major factors to that economy. tourism and financial services. you could kill the financial services immediately right there. so it's two underpinnings. almost like when greece was doing smo of the same things. >> but you say it matters because it could spread elsewhere? >> just the thought that somebody thought this was a good idea is scary enough to me, i would think. but it's going to be one of those things. we'll have to watch and see how it folds out. but i've got a feeling it will have to turn itself around fairly quickly. >> michael, what do you think? have you changed any of your behavior in terms of allocating capital, as a result of what we've seen in the last 48 hours? >> no, not really, maria. i still think that cyprus is certainly something to watch. but i think it's just part of the negotiation process, exactly what's happening in greece. we have to watch and see if it accelerates and this idea sweeps around europe, but i doubt that's going to happen. i actually think that europe is starting to present some o
the to and improving global economy. everybody has thought, oh, europe is getting better. and the reason that they have is those credit spreads have gotten better. the european central bank have pushed those credit spreads down. the thesis has been that the global economy is getting better, but it's not getting were the. all of the economies in europe are deteriorating. japan is deteriorating. our market's moving higher because of money printing. once that -- once we get a spillover effect, some sort of a watershed moment in europe, you're going to want to take your assets off the table. >> well, that's a good point, but at this point, eric marshall, do you want to be takingoney off the table now? and if so, where do you put it? >> well, i think the important thing here, you know, stocks have been moving up over the last few months, really in response to improving corporate earnings. so i think you really have to focus on individual company fundamentals. and at the hodges fund, we really see this as the golden age for active portfolio management. you know, over the last few years, investors have really
to the size of its economy. their banks are almost all entirely deposits. at least the two ones that were failing. most of the other banks in europe have a lot more junior and senior debt. big fat cushions that sit between potential losses and uninsured depositors. so the likelihood of this particular situation happening again? highly unlikely. but you're going to have to be more careful. that's the bottom line. bill? >> michelle, the question we're all wondering about here in the states and i guess around the world is will the cypriot banks will able to open tomorrow as had been expected? >> no. no. they've finally put out a statement and acknowledged what we were all beginning to realize would be true. they cannot. they're going to open up the two troubled banks on thursday, they hope. they claim they're going to open up nontroubled banks as well. that's going to be difficult. remember, banks talk to each other, right? there's all kinds of intrabank business that happens. it's going to be slightly problematic. we'll have to see how that plays out. plus we're going to see if there are ru
term, do you think this economy improves second half or do you think it slows down? >> i think, as a matter of fact, we're probably in the second quarter. you'll start seeing slow growth. but i think as this summer winds, you know, goes through, we'll start seeing some growth again. i do think that by the end of the year, we're going to be not a lot higher, but i think we'll be at all-time highs as the year goes on. probably the the end of the summer, the third quarter going into the fourth quarter. i'm positive. >> so bill, because the s&p capital iq estimates call for 0.6% growth the first quarter and then it goes up to 7%. so they're expecting profits to actually reaccelerate second half. >> lee munson, you're the only outside guest buying stocks here. what are you buying here? >> you know, i'm just focusing where i need to get some more exposure. i'm focusing first on emerging markets. they've lagged year-to-date. i think they can outperform by december 31st. i like the emerging markets to add more money today. i would also say, add more money to the s&p 500 today. the only
. how much of a threat is the happening in europe to the u.s. economy right now? >> also, two huge interviews still to come. meredith whitney tells us why she's very bullish on one of wall street's biggest banks and right now. and cit group chairman and ceo john thain reacts to the rumor that will not go away. namely that his company has been shopping for a suitor. john will try and lay those fears aside once again, those rumors. >> a look at where we stand as we approach this final stretch, final hour of the day. dow jones industrial down about 26 points. had been down 110. we are well off of the lows. nasdaq looks like this. also pretty volatile in the afternoon here. as you can see, it is down about five points at 3243. s&p 500 really similar move here. down five points. equities showing great resilience, pushing back from a triple digit loss today. will the crisis abroad keep the markets in jeopardy? >> you had to be named steve to be on the panel today for the most part. steven water from russell investments, steve sacks. steve liesman is with us. and then there's that guy san
Search Results 0 to 5 of about 6